+19,990.0%
ETN vs IONS
+427.5%
+19,562.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.4% | +5.1% | +3.0% |
| 7D | +8.0% | -5.3% | +13.3% | +8.5% |
| 30D | -5.9% | +0.3% | -6.2% | -6.0% |
| 3M | +5.0% | -22.9% | +27.9% | +6.8% |
| 6M | +22.4% | -23.4% | +45.8% | +24.5% |
| YTD | +33.6% | -28.3% | +62.0% | +36.7% |
| 1Y | +22.1% | -7.0% | +29.2% | +21.9% |
| 3Y | +85.6% | +37.6% | +48.0% | +76.1% |
| 5Y | +179.2% | +53.4% | +125.8% | +158.9% |
| 10Y | +687.3% | +83.9% | +603.4% | +600.4% |
| All | +19,990.0% | +427.5% | +19,562.5% | +14,208.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded IONS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling